Advisors for under $500,000 in Vermont
How do I find fee-only advisors for under $500,000 in Vermont?
In Vermont, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Malissa Marshall of Soaring Wealth LLC, Breanna Sykes of Copper Leaf Financial, LLC and Jody White of Farrow Financial.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Malissa Marshall Soaring Wealth LLC, Bristol Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Breanna Sykes Copper Leaf Financial, LLC, Rutland Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- Jody White Farrow Financial, South Burlington Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Jamie Milne Milne Financial Planning, Inc., Winooski Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Henry Preston Veteran Wealth Planning, Ferrisburgh Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Rene Pochop Pochop Financial Management, South Burlington Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 79
- Firms
- 36
- Cities
- 20
- Hold the CFP
- 33%
- Other credentials: CFA 9% · CPA 3% · EA 1%
- How they charge (of 79 with fees on file): percentage of assets 95% · fixed fees 67% · hourly 53% · ongoing planning fee 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Vermont are there?
The Wellspent public graph lists 79 fee-only advisors for under $500,000 in Vermont, at 36 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Vermont located?
Of the 79 fee-only advisors for under $500,000 in Vermont, 22 are in Burlington, followed by 15 in South Burlington and 7 in Middlebury.
How do fee-only advisors for under $500,000 in Vermont charge?
The most common fee among fee-only advisors for under $500,000 in Vermont is a percentage of assets, used by 95% of the 79 with fees on file. Many use more than one: 67% charge fixed fees and 53% charge by the hour.
How many fee-only advisors for under $500,000 in Vermont hold the CFP?
33% of the 79 fee-only advisors for under $500,000 in Vermont hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors for under $500,000?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for under $500,000 in Vermont?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 in Vermont?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 79 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Malissa Marshall | Soaring Wealth LLC | Bristol | CFP, EA | Percentage of assets, Ongoing planning fee |
| Breanna Sykes | Copper Leaf Financial, LLC | Rutland | CFP, CPA/PFS | Percentage of assets, One-time planning fee |
| Priscilla Gilbert | CenterPoint Financial, Inc. | Montpelier | BA, CFP | Percentage of assets, Hourly |
| Susan Goodell | Otto & Associates, Inc. | Norwich | BA, CFP, M.Ed. | Percentage of assets, Hourly |
| Rene Pochop | Pochop Financial Management | South Burlington | CFP | Percentage of assets |
| Jonathan Landry | 44 North Capital | Burlington | CFP | Percentage of assets |
| Benjamin Nostrand | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Eric Hallman | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Henry Preston | Veteran Wealth Planning | Ferrisburgh | CFP | Percentage of assets, Ongoing planning fee |
| Eileen McCaffrey | Marble Trail Financial | Middlebury | CFP | Percentage of assets, Fixed fees |
| Jody White | Farrow Financial | South Burlington | CFP, CFA | Percentage of assets, Hourly |
| William Walsh | Quantum Leap Capital | South Burlington | CFP | Percentage of assets, Flat fee or retainer |
| Beth Wilson | Poulos Advisors | South Burlington | Not listed | Percentage of assets, Hourly |
| Bethany Dubuque | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Christopher Douglass | Stage 2 Planning Partners | S Burlington | ChFC | Percentage of assets, Hourly |
| Erik Giard-Chase | Blue Slate Investment Management | Shelburne | CFA | Percentage of assets, Hourly |
| Joplin Wallace | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Joseph Diebold | Broadlake Financial Management | S Burlington | CFP | Percentage of assets |
| Joshua Graham | Westview Investment Advisors | Burlington | CFA | Percentage of assets, Hourly |
| Kyle Abrahamovich | Poulos Advisors | South Burlington | Not listed | Percentage of assets, Hourly |
| Matthew Little | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Sandra Maynard | Stage 2 Planning Partners | S Burlington | ChFC | Percentage of assets, Hourly |
| Becky Walsh | Oak Maple Finance, LLC | Burlington | CFP, CAP | Percentage of assets, Hourly |
| Corrie Parker | Oak Maple Finance, LLC | Burlington | CFP | Percentage of assets, Hourly |
| Jamie Milne | Milne Financial Planning, Inc. | Winooski | BS, CDFA, CFP, MBA | Percentage of assets, Hourly |
| Dominic Stilwell | Greenhill Financial Partners | Rutland | Not listed | Ongoing planning fee, One-time planning fee |
| Kevin Theissen | HWC Financial | Manchester Center | Not listed | Percentage of assets, Hourly |
| Louise Gibbs | Westview Investment Advisors | Burlington | Not listed | Percentage of assets, Hourly |
| Matthew Malaney | Broadlake Financial Management | South Burlington | CFA | Percentage of assets |
| Steven Morneau | Greenhill Financial Partners | Rutland | Not listed | Ongoing planning fee, One-time planning fee |
| Thomas Dettre | True North Financial Planning | South Burlington | Not listed | Hourly, Fixed fees |
| Zachary Levine | HWC Financial | Manchester Center | Not listed | Percentage of assets, Hourly |
| Alison Davis | Quantum Leap Capital | South Burlington | Not listed | Percentage of assets, Flat fee or retainer |
| Deirdre Keenan | Quantum Leap Capital | South Burlington | Not listed | Percentage of assets, Flat fee or retainer |
| Donald Devost | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Matthew Wootten | Silver Birch Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Megan Mandigo | Silver Birch Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Skylar Atkins | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Stephen Boyce | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Andrew Murphy | Broadlake Financial Management | South Burlington | Not listed | Percentage of assets |
| Joseph Smithwick | Broadlake Financial Management | South Burlington | Not listed | Percentage of assets |
| Timothy Ryan | Alpenglow Advisors | Killington | Not listed | Percentage of assets |
| David Owen | Shipwright Advisors | Burlington | Not listed | Percentage of assets, Fixed fees |
| Linda Armstrong | World Market Advisors | South Royalton | Not listed | Hourly |
| Bret Hodgdon | Copper Leaf Financial | Williston | CFP | Percentage of assets, Hourly |
| Courtney Calotta | Donalies Financial Planning | Chester | CFP | Percentage of assets, Hourly |
| Daryl Spirka | Williams Financial | North Bennington | CFP | Percentage of assets, Hourly |
| David Otto | Otto & Associates | Norwich | CFP | Percentage of assets, Hourly |
| Deborah Maher | Otto & Associates | Norwich | CFP | Percentage of assets, Hourly |
| Jacquelyn Thibeault | Copper Leaf Financial | Williston | CFP | Percentage of assets, Hourly |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes